It has been a wild first half of the year. Inflation up, recession, interest rates spiking, global unrest, and yes, COVID is still a thing. What should you know about the first half and what should you do about the second half?

We have already shared this with our clients, and then our newsletter subscribers. For anyone interested, here is the recording of this week's webinar with Neel Shah on 2002 Midyear Economic Updates and Outlook. Hope you enjoy, please feel free to reach out if you have any questions! 

#ItIsFunToLearn #CuzKnowledgeIsPower#TotalPlanning #financialplanning #investmentplanning #taxplanningstrategy

August 05, 2022

When you create a plan, the only thing that is certain is that it is not going to go the way you expected. The opportunity to sell a business or property, retiring at 50 vs. retiring at 65, how you are going to pay for college - more likely than not it is not going to go the way you planned. Here is how you get to your destination either way.

August 02, 2022

For those planning to win tonight's jackpot, and for those who are not: If you do win tonight's $800 million jackpot-here is what you should know. But if you are not planning to win the lottery (or just not tonight) - you should probably pay attention to this too.   

ALSO!!! Do not forget to join us next Tuesday evening at 6 PM for our midyear economic update webinar and Outlook/financial action items for the rest of 2022. Registration link is in the comments below.

July 26, 2022

It's human nature: if things seem complicated, we are less likely to do them. Check out a simple 3 Bucket financial planning approach to start a meaningful dialogue.

July 19, 2022

How we rearranged the Shah 747; Tax, market & investment tips for the second half of 2022; free resources available for you.

July 12, 2022

We weren't just celebrating our nation's independence. I now have an adult child! Here is a tax tip and a legal tip I think all parents and grandparents should know and do!

July 05, 2022

Today's episode is going to be a little different. Neel will reveal some very personal thoughts as we celebrate our 1st 6 months of the Shah Plan-It show + What to expect from us in 2nd half of 2022.

June 28, 2022

Neel didn't realize how much there was to be learned about investments when hiking a particular challenging trail. Today : Mapping out your trail, knowing why you're investing, time horizons and risks. Need help figuring out your (investment) path? Feel free to reach out! Hope you enjoy today's episode!

June 21, 2022

I'm a "Bears" fan, not a Bear MARKET fan. S&P500 enters Bear market. What the heck does that mean & what should you know/do about it?
June 14, 2022

Your Financial Halftime adjustments! In the spirit of the NBA playoffs, it's almost halftime for 2022. Your 1st half may have gone the way you wanted. What are you doing for investments & finances for your halftime adjustments? Here are some ideas.

June 07, 2022